Some people call me Kirk Take-It-To-The-Next-Level Ramsay.
Okay, nobody calls me that.
But people really do call me when they’re looking to take their finances to the next level.
What that means or looks like depends a lot on where they’re starting from.
Sometimes it’s someone looking to tackle their debt and get their savings on track.
Sometimes it’s a couple who recently got married or moved in together and are looking to combine their finances and create a plan for all the major life events to come.
Sometimes it’s parents looking to get more serious about their retirement plans, their kids’ education, and their family’s future.
Sometimes it’s someone who already has some things set up, a good income, some investments and property, but who wants to get more strategic about building their net worth and making bigger moves.
In every case, it starts with someone who wants to take control of their financial future. And we work together to clarify their goals, map out a game plan, and start taking the actions that they need to take to get to where they want to be.
I love helping people take their finances to the next level. How do you think I got to be so tall?